Introduction

The permissions for the Key tab and Key Detail Page follow the same access rules as the Property Detail Page.

Access to the Key Tab

The Key tab is visible to anyone who can access the Property Detail Page.

All users who can view the property can therefore view all keys associated with it.

Key Detail Page – Action Permissions

All users can view the key details, but only authorised users can perform key actions.

To perform any action on a key (Check Out, Check In, Report Lost, Report Damaged, Edit, Archive, Unarchive), a user must satisfy both conditions:

(a) Must be the Property’s Primary Negotiator

Only the Primary Negotiator can see action buttons on the key card.
All other users will only see read-only key information.

(b) Must have the "Key Management" permission enabled

In Permission Profile(link), permissions for Key Management exist under Lettings.

Role	Key Management Permission
Company Administrator	Enabled by default; cannot be turned off
Accountant	Off by default; can be enabled
Lettings Agent / Property Manager	Off by default; cannot be enabled

Users without this permission cannot see or use any key action buttons, even if they are the Primary Negotiator.

Summary

To view keys:

User must have access to the Property Detail Page.

To take action on keys:

Must be the Primary Negotiator, and
Must have Key Management permission enabled.

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.

Key Permissions